Identify the top-performing small-cap funds with the potential to deliver high growth over the long term.
Scheme Name | NAV (Rs) | AUM(Rs Cr) | 1W(%) | 1M(%) | 3M(%) | 6M(%) | 1Y(%) | 3Y(%) | 5Y(%) | 10Y(%) | SI(%) | ER(%) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 284.38 | 29,288 | 1.15 | 0.77 | -0.21 | 9.38 | -0.38 | 25.99 | 35.32 | 20.47 | 29.89 | 0.71 | |
| 191.90 | 66,136 | 0.89 | 0.11 | -1.72 | 8.33 | -1.31 | 24.35 | 33.60 | 21.58 | 25.93 | 0.64 | |
| 47.90 | 8,055 | 0.88 | 2.26 | 0.23 | 11.84 | 6.68 | 27.93 | 32.79 | NA | 25.17 | 0.40 | |
| 52.25 | 15,738 | 2.07 | 0.59 | -0.27 | 11.64 | 4.78 | 32.70 | 32.53 | NA | 33.93 | 0.41 | |
| 44.48 | 11,637 | 1.23 | -2.88 | -4.62 | 5.79 | -5.39 | 21.78 | 31.20 | NA | 23.96 | 0.33 | |
| 162.46 | 36,828 | 0.94 | -1.28 | -0.35 | 13.44 | 5.62 | 24.13 | 31.14 | 19.58 | 24.30 | 0.68 | |
| 90.55 | 16,041 | 0.79 | -0.86 | -3.44 | 7.56 | -5.09 | 21.41 | 31.07 | 19.50 | 21.22 | 0.65 | |
| 49.08 | 5,057 | 0.89 | 0.02 | -1.60 | 9.12 | 0.55 | 22.36 | 30.42 | NA | 26.83 | 0.43 | |
| 194.32 | 13,266 | 1.71 | 0.49 | -3.16 | 6.36 | -2.08 | 23.48 | 29.85 | 16.87 | 26.05 | 0.90 | |
| 52.29 | 1,925 | 1.00 | -0.55 | -2.92 | 6.28 | -1.86 | 22.07 | 29.69 | NA | 27.42 | 0.74 | |
| 43.48 | 12,858 | 1.19 | 0.28 | -2.05 | 9.22 | -1.14 | 18.54 | 29.41 | NA | 24.61 | 0.46 | |
| 34.40 | 632 | 1.01 | -1.66 | -2.19 | 6.83 | -3.40 | 19.30 | 28.89 | NA | 16.00 | 1.02 | |
| 99.16 | 8,449 | 0.84 | -0.93 | -1.50 | 9.84 | 1.17 | 19.31 | 28.79 | 16.97 | 19.61 | 0.74 | |
| 295.00 | 3,341 | 1.44 | 1.29 | 0.29 | 12.08 | 3.34 | 22.30 | 28.57 | 15.14 | 30.23 | 0.84 | |
| 305.96 | 17,480 | 0.37 | -0.65 | -2.78 | 6.85 | -4.39 | 18.02 | 27.78 | 18.77 | 30.60 | 0.52 | |
| 124.04 | 25,975 | 0.58 | -0.41 | -1.66 | 7.65 | 3.34 | 20.43 | 27.27 | 19.93 | 23.59 | 0.57 | |
| 213.86 | 16,496 | 0.81 | -2.03 | -4.02 | 10.88 | 0.29 | 20.90 | 27.10 | 17.32 | 27.00 | 0.77 | |
| 32.14 | 2,667 | 0.86 | 0.54 | -0.99 | 8.39 | 4.56 | 28.74 | 26.87 | NA | 22.82 | 0.22 | |
| 55.53 | 1,710 | 0.85 | -0.09 | 1.46 | 13.28 | 2.62 | 18.75 | 26.76 | 16.20 | 16.29 | 0.94 | |
| 198.75 | 35,585 | 0.83 | -0.35 | -2.53 | 6.01 | -2.65 | 15.89 | 25.27 | 19.48 | 26.28 | 0.76 | |
| 99.02 | 4,882 | 1.36 | 1.22 | -1.30 | 9.96 | -0.72 | 19.56 | 24.17 | 14.41 | 19.62 | 0.90 | |
| 9.77 | 1,378 | 1.01 | 0.28 | -2.25 | NA | NA | NA | NA | NA | -2.30 | 0.44 | |
| 10.42 | 729 | 1.02 | 0.54 | -0.05 | 8.61 | -0.59 | NA | NA | NA | 3.15 | 0.60 | |
| 28.27 | 4,669 | 1.02 | NA | -1.48 | 10.29 | 2.24 | 20.30 | NA | NA | 23.97 | 0.64 | |
| 20.71 | 4,065 | 1.30 | 1.14 | 0.43 | 11.52 | -0.30 | NA | NA | NA | 29.00 | 0.44 |
Gateway to Emerging Companies
Small cap funds invest in early-stage, fast-growing companies that have the potential to become tomorrow’s market leaders.
Higher Long-Term Return Potential
Over a 5-year CAGR, well-managed small-cap funds have often outperformed large cap and mid-cap peers, rewarding patient investors.
Risk-Reward Balance
While small caps carry higher risk, screening based on 5-year CAGR helps filter funds that have shown sustained performance despite volatility.
Ideal for Aggressive Investors
Investors with higher risk appetite and a long-term horizon (the longer the better) can use small-cap funds to significantly boost portfolio growth.
It’s a mutual fund that invests in companies ranked 251 and beyond by market capitalization, typically smaller and faster-growing firms.
Yes, they’re more volatile than large and mid-cap funds. However, good fund managers diversify holdings to manage risks.
Best suited for aggressive, long-term investors willing to ride through sharp ups and downs for higher potential returns.
Your advisor can help you decide. Small-cap funds can deliver high returns but come with higher risk.
Who should pick small-cap funds in India?
Your advisor can help you decide. Small-cap funds can deliver high returns but come with higher risk. Safer investors may prefer large-cap funds, while moderate ones could opt for multicap funds.
>> Dig deeper into our easy-to-use mutual fund screener for better views and ideas.